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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,402 | $72,273-69.0% | $101,275-77.9% | $79,856-71.9% |
| Participation rate | 41.2% | 68.5%-27.3pp | 75.8%-34.6pp | 69.6%-28.5pp |
| Annual return | 20.73% | 22.30%-1.6pp | 46.48%-25.8pp | 31.71%-11.0pp |
| Employer contribution / active EE | $1,158 | $2,691-57.0% | $3,660-68.4% | $2,471-53.2% |
| Participant deferral / active EE | $1,888 | $3,282-42.5% | $4,371-56.8% | $3,741-49.5% |
| Admin fee / account holder | $245 | $4,401-94.4% | $5,948-95.9% | $5,306-95.4% |